QMLFX Mutual Fund

NAV$12.48

Returns Overview

1 Month
-5.02%
3 Months
+1.88%
6 Months
+4.44%
YTD
+9.38%
1 Year
+31.42%
3 Years (annualized)
+11.68%
5 Years (annualized)
+1.96%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would QMLFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FT Wilshire 5000 Index(FTW)
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+9.51%
vs Peers
-0.13%

QMLFX Mutual Fund Performance

QMLFX performance across multiple time periods: 1-month -5.02%, YTD 9.38%, 1-year 31.42%, 3-year 11.68%, 5-year 1.96%, 10-year 10.44%.

QMLFX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

QMLFX performance comparison shows side-by-side returns with another fund. QMLFX alternatives are available in the Mutual Fund Screener.